Kourtney Stuthard

Member since October 13, 2017 23:53
Total activity 1055
Last activity February 23, 2021 19:27

Recent activity by Kourtney Stuthard

Hi Jaison, Have you tried Dynamic Layout Rules? I think it might be what you're looking for!
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- Created October 23, 2019 17:54
- 2 votes
Hey Courtney, I think I might be able to help you here. First, open the standard Leads dashboard (this one is pre-created by Insightly). There's a card called "Leads by Month". Hover over the ca...
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- Edited October 11, 2019 18:27
- 1 vote
Hi Thomas, If a field appears darker grey in the list and is not able to be added to your layout, that means the field has already been added to the page layout. Please see How to edit or create a ...
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- Created February 26, 2019 00:35
- 0 votes
Hi Jim, You can change your date and time format in User Settings > User Details. I hope this helps!
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- Created February 19, 2019 18:00
- 0 votes
Hi Henry, If you want to make that field required, you will need to use page layouts. With page layouts, you can change which fields are required, read-only, or hidden. So instead of editing the f...
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- Created February 08, 2019 17:41
- 1 vote
Hi Rio Marquez-Hammitt, That's a great idea! I recommend sharing it on our Ideas & Suggestions page so others can vote and comment on this idea too.
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- Created October 16, 2018 22:50
- 0 votes
Hi Jakub, Your employee would need to have access to an Insightly account to add leads to Insightly. You can try having her forward the emails she receives to someone with an account so that they...
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- Created October 16, 2018 21:41
- 0 votes
Hi Russell, Sorry to hear you're having trouble integrating your email. Are you receiving any type of error messages when you attempt the integration? If so, would you please take a screenshot and ...
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- Created October 08, 2018 20:46
- 0 votes
Hi Wafloy Mountain Village, You can definitely do this. You will need to create two separate list views on your leads, opportunities, and projects. Go to an object and click the gear icon and sele...
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- Created October 08, 2018 19:38
- 0 votes
Hi everyone! We have released an update to the add-on today. It is no longer in beta and we've added some new functionality to bring it to parity with our old gadget and sidebar. You can now: Sav...
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- Created August 01, 2018 21:49
- 0 votes